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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Yara International
Yara International (YAR) investor relations material
Yara International Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary22 Oct, 2026
Executive summary
Q3 EBITDA excluding special items was $675M, down 16% YoY; higher European gas costs and lower deliveries outweighed higher prices.
Total deliveries fell 4% YoY, while European nitrate deliveries recovered toward quarter-end; buying for the 2027 season remained significantly behind prior years.
Cost control, reliability and improvement initiatives remained priorities; the pending Gulf Coast Ammonia acquisition is intended to diversify gas exposure.
Financial highlights
Q3 revenue and other income was $4,478M versus $4,108M YoY; operating income was $379M versus $470M.
Q3 EBITDA excluding special items was $675M versus $804M; adjusted EPS excluding FX and special items was $0.95 versus $1.33.
YTD EBITDA excluding special items was $2,477M, up 18% YoY; adjusted EPS was $4.26 versus $3.25.
Q3 operating cash flow was $365M versus $343M; net investments were $200M versus $216M.
Net debt rose $891M to $3,958M; cash earnings of $581M were offset by working capital use, investments, dividends and other movements.
Outlook and guidance
EBITDA improvement targets are $200M by end-2027 and a further $150M by end-2030; L12M uplift reached ~$60M against the Q3 2025 baseline.
Gulf Coast Ammonia closing was expected by end-2026, subject to customary conditions and regulatory approvals.
Following the acquisition, 38% of ammonia production is expected to be Henry Hub-linked, versus 27% before; portfolio optimization could increase the Henry Hub share further.
Management reiterated commitment to EBITDA improvements and strict capital discipline amid market volatility.
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Latest events from Yara International
- Higher prices lifted adjusted EBITDA, while impairments cut net income and gas volatility persisted.YAR
Q4 2021 - Q4 EBITDA fell 46% YoY, while stronger margins and buying pointed to possible H1 volume catch-up.YARQ4 2023
- Record profitability and 25.7% ROIC amid supply shocks and strategic clean-ammonia investment.YARQ4 2022
- Higher operating income and cash flow offset weaker commodity prices in FY20.YARQ4 2020
- Adjusted EBITDA rose 42%, but ROIC remained below the >10% through-cycle target.YARQ4 2019
- EBITDA rose 13%, but currency losses cut net income to USD 159 million.YARQ4 2018
- Q4 earnings improved, but higher costs weakened FY results despite program progress.YARQ4 2017
- Q4 adjusted EBITDA rose 15%, but FY adjusted EBITDA fell 18%.YARQ4 & CMD 2017
- Q4 EBITDA rose 37% to $709M as European CBAM buying and tight nitrogen markets shaped the outlook.YARQ4 2025
Next Yara International earnings date
Q4 202612 Feb, 2027
Yara International
Next Yara International earnings date
Q4 202612 Feb, 2027
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Frequently asked questions
Yara International ASA is a fertilizer company that provides environmental and industrial solutions in Norway and internationally. Yara develops and produces products based on the mineral compound phosphate, a natural resource found in abundance in sea water and land. The company operates through its two segments of PTA (ammonium polyphosphate) and Magnesium (carbonates, oxides, salts), and Yara Ventures which includes Silcones and Minerals. Yara International is headquartered in Oslo, Norway